Client Site Survey & Risk Assessment Form
The survey is where the contract gets priced correctly and the post orders get written. Walk the property, fill this out, and the proposal writes itself.
Built for PPO owners and account managers walking a prospect or new client site. · Updated 2026-08-01
PPO #122730How to use it
- 1.Walk the site at the hour coverage will actually run — a daytime walk misses every lighting problem.
- 2.Photograph each access point and problem area, numbered to match this form.
- 3.Ask for the incident history and any police call records before recommending coverage.
- 4.Convert observations directly into the staffing recommendation at the end.
- 5.Keep the completed survey — it becomes the basis for post orders and the annual review.
Property profile
Client, site address, property type, and square footage / acreage
Hours of operation and peak occupancy times
On-site staff and existing security measures
Client's stated concerns, in their words
Incident history in the last 12 months
Types, times, locations, police involvement
Physical assessment
- Perimeter: fencing, walls, gaps, and unsecured boundaries
- Access points: doors, gates, loading docks — condition and locking hardware
- Lighting: dark zones, burned-out fixtures, timers, and coverage at ground level
- Cameras: locations, coverage gaps, recording retention, and who monitors them
- Parking areas: layout, sightlines, and vehicle-crime exposure
- Landscaping and blind spots creating concealment
- Signage: trespass notices, hours posted, and enforcement authority
- Alarm system: zones, monitoring company, and response protocol
- Emergency access for fire and EMS
- Encampments, dumping, or loitering locations on or adjacent to the property
Recommendation
Recommended coverage type and hours
Recommended patrol frequency and tour route
Physical improvements recommended to the client
Lighting, locks, signage, trimming
Estimated staffing and pricing basis
Surveyed by, date, and time of walk
Free resource from Summit Force Security Group, PPO #122730. This document is general information, not legal, insurance, or compliance advice, and it is not endorsed by any government agency. Requirements change: confirm current rules with your insurer, association counsel, or the relevant agency before you rely on it.
Connected concepts
This page is a node in our security knowledge graph. Follow the chain instead of starting over.
- LightingUniform, glare-free illumination — the single cheapest deterrent control on any property.
- Access ControlWho gets in, when, and with what credential — gates, fobs, visitor logs, key management.
- CPTEDCrime Prevention Through Environmental Design — reduce opportunity with layout, light, and sightlines before adding staff.
- Vendor VettingPPO verification, insurance limits, supervision ratio, and turnover — checked before signature.
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Our officers already work off documents like this every shift in the Sacramento region.
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- Short-term, event, and long-term contracts available